Discover essential strategies to tackle overwhelm and burnout in the bookkeeping and accounting industry. Dive into our blog post for valuable insights on managing stress, achieving work-life balance, and enhancing bookkeeper well-being. Learn how to navigate business pressures, make effective decisions, and embrace self-care in your professional journey. Gain actionable tips on outsourcing, setting boundaries, and personal growth in accounting, ensuring a healthier, more balanced approach to your career.

Unlock the secrets to successful marketing in the bookkeeping and accounting industry with our comprehensive blog. Delve into specialized strategies that go beyond traditional approaches, targeting niche markets effectively. Learn how to align your marketing efforts with the unique journey of your clients, from startup to growth stages. This insightful guide offers practical steps to enhance client attraction, stand out in your field, and establish your firm as a leader in the accounting world.

Alyssa Lang interviews Brooke Scott, systems, operations and integration specialist who helps entrepreneurs in growth-mode by optimizing their operations, processes, systems, & workflows. They discuss the ins and outs of creating efficient systems, processes and setting up automations to make things in business run smoothly.

Do you ever feel like you’re doing everything from memory? Or like you’re an employee of your own firm? Because I did! And when I started creating solutions to my own problems, they turned into the most effective programs and resources for bookkeeping and accounting firm owners on the internet. In this episode, we’re exploring each of our 3 programs to help you decide where you should start on your journey to a more efficient, streamlined firm!

I’ve saved SO much time by putting my monthly bookkeeping clients on ACH payments. The problem is, using the typical payment processors eats into my profits, which is exactly why I switched from QBO payments to the incredible tool called Plooto! Now I can charge my clients automatically, they don’t have to worry about paying invoices, and my team doesn’t waste time chasing down payments. I’ve recommended Plooto for a long time, so tune in to find out all the details of why it’s the BEST and how to transition clients to Plooto for good!

In this solo episode, Alyssa Lang reviews everything that happened at both Workflow Queen and her firm, Magnetic Bookkeeping & Consulting in 2023. She reflects on her favorite things from the year and also all the major wins in her personal life and both businesses.

If you’ve hit the point in your business where you realize that you’d rather NOT have clients emailing your directly, this blog and podcast episode is for you. I get this question all the time because it’s a real bottleneck that so many firm owners face as they start to scale. Learn how to create a professional email, and direct all of your client communication to it for a much more seamless client experience!

Have you thought about what happens to your business if something happens to you? I dove into this topic with Julee Yokoyama and learned SO much more about how systems can truly cover your assets when emergencies happen. It’s not something you want to think about, but life can throw a wrench in your plans from time to time. Being prepared is the best way to protect yourself, and it’s probably easier than you think!

In this solo episode, Alyssa Lang covers the topic of gathering client testimonials to help showcase your services and deliverables. Alyssa breaks down how to capture testimonials, what to do with them and how to respond to negative feedback.

Looking for a way to run your firm with more ease and less friction? That’s what Carly, Leadership Director for When You Lead Coaching & Consulting, helps people do all day long using the Kolbe System™️. It’s an assessment that helps you understand how your natural instincts help you make decisions and live your life. This tool can even be used to support your entire team so everyone can thrive!

In this solo episode, Alyssa Lang covers all things being grateful for business, for her community and students and so much more. She reminds us to take a step back and appreciate how far you’ve come, even if you feel like you haven’t made the progress you wanted to.

Year-end can be an overwhelming time for any business owner, but if you’re a bookkeeper, accountant, or tax pro, it’s even MORE important that you have a solid system in place. In this week’s episode, I have Serena Shoup come chat with me about all things year-end and how she handles this time of year in her firm. Check out her pro tips for creating a smooth process from beginning to end that supports you, your team, and most of all your clients!

Is your business prepared for anything? When I started working with a financial advisor, I didn’t fully know the scope of how they could help my business plan and prepare for literally any situation that might come up. In this episode, I’m chatting with my real-life financial advisor, Blake Morlet, who’s diving into all things financial for both the business and personal side of CEO life.

You might have a tried and true process for month end close in your firm, but what happens when clients delay the process by ignoring your information requests? It’s happened to ALL of us, trust me! But it’s also one of those things we can create a solution for that works for you, your team, and your client. The solution we came up with for my firm might surprise you, but it really does work!

In this episode of the podcast, I decided to turn the tables and have a Breakthrough-curious firm owner interview ME for a change! It was so fun to chat about things like, diagnostic reviews, hiring team members, streamlining tech, creating SOPs and so much more with Kate Marchbank. If you have any questions about how I run my firm or what I teach in any of my programs, this episode is a great place to start.

The goal of EVERY business is to get people to pay you money for your products and services. And one of the absolute best ways to do that is completely free — aka referrals! You might be tempted to think that getting referrals in your business just happens by chance, but according to Stacey Brown Randall, it’s actually something you can have by simply creating a process and following through with it. Learn how to get referrals without asking or feeling icky in this podcast episode and blog post.

I’ve run bookkeeping firms long enough now to have a bunch of wisdom under my belt. And one common question I get is: What would I do if I had to start all over again? Well, I actually had the opportunity to do just that, and it’s been quite the wild ride in the BEST way! Here are the 5 things I did differently when I started my second bookkeeping firm compared to the first time around.

Creating a brand that truly reflects your personality is SUCH an easy way to start attracting the types of clients you love working with. But what exactly goes into branding? And can bookkeepers have fun branding that’s not all suit-and-tie? In this episode with Alisha Thomas, we’ll find out exactly what happens when you create a brand that’s unapologetically authentic. Hint: It’s totally worth it!

A LOT of bookkeepers struggle with the idea of hiring team members to take on some of the bookkeeping work for them. And even when they do, it’s hard to truly let go of control and stop feeling the urge to micromanage the whole thing. Luckily, I have a solution that’s proven to reduce (and sometimes eliminate) errors so you can confidently delegate client work once and for all!

If you’re a regular user of QuickBooks Online, you know the definition of a love/hate relationship. It’s an incredibly powerful tool, but it also comes with a few flaws that can really get in the way of your efficiency. Luckily, Mark Corum swooped in to rescue us all from the headaches we sometimes face as QBO users! He developed RightTool to make QuickBooksOnline even MORE user friendly, and I’m here for it!